Re: Custom Report

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In Reply to: Custom Report posted by Tbone on February 15, 2005 at 11:35:53:

: Mark:

: I have a custom report that shows beginning value and ending value for a portfolio. Three of the investments dropped out of the report; they are not "hidden" and showed up until a few days ago. When I go to Edit Custom Reports, I don't find the selections for Beg Value or End Value.

: Tbone

Hi Tbone,

Some ideas of places to check:

1) Make sure the investments are in the sub-portfolio that you're displaying
in the report.

2) Could they be off the bottom of the report, and you just need to scroll it
down?

3) As you mentioned, the other possibility is that they are hidden and you
have "View / Hidden Investments" turned off.

For editing the custom fields, if a field is already included in the report,
it won't be shown again on the left hand side of this dialog. Could that be
the reason you're not finding them?

Thanks,
Mark
--
Mark Beiley
Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003

Replies:

• Re: Custom Report Tbone 19:07:03 02/15/05 (2)
  • Re: Custom Report Mark 21:06:39 02/15/05 (1)
    • Re: Custom Report Tbone 11:17:39 02/16/05 (0)